Advisors to call now

Someone who moved firms with this advisor before has just left.

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Size:$250M+$100M+$25M+Contact:Direct Professional Firm level Call-ready only

James Hill Kestra Advisory Services, LLC, Austin, Tx
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-21. null went to Osaic
  2026-07-21 (2 months ago). At broker-dealer affiliated firms, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Randall Fisher to Osaic
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Kimberly Clouse Hightower Advisors, LLC, Brookline, Ma
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-14. null went to Scs Capital Management LLC
  2026-07-14 (2 months ago). At broker-dealer affiliated firms, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Kristen Caseley to SCS CAPITAL MANAGEMENT LLC
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Professional
LinkedIn profile
Who else to call: 53 related advisors, 44 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
Moises Saladin Citigroup Global Markets Inc., Bronx, Ny
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-13. null went to UBS
  2026-07-13 (3 months ago). At bank-affiliated firms, 14.7% with this moved within a year against 7.5% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  Luis Ramirez to UBS
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
provider email, not verified at the firm's domain
Before a call: practice size.
P•••• C•••• C••••••• S••••••••• I•••, J•••••••• R•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-10. null went to S•••••••• A••••••• L••
  2026-07-10 (3 months ago). At B•••••••••, 14.7% with this moved within a year against 7.5% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• P••••• to S•••••••• A••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
R•••••• M•••••• J••• M••••• S••••••••• L••, D•••••• T•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to C••••••• S••••••••• I•••
  2026-07-09 (3 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• K•••••• to C••••••• S••••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• R•••••• J••• M••••• S••••••••• L••, B•••••••• N•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to C••••••• S••••••••• I•••
  2026-07-09 (3 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• K•••••• to C••••••• S••••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 4 related advisors, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
B•••• A••••• J••• M••••• S••••••••• L••, G••••••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to C••••••• S••••••••• I•••
  2026-07-09 (3 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• K•••••• to C••••••• S••••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at jpmorgan.com
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size.
L•••••• F••••••• N•••••• A•••••••, G••••••••• C•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to C•••••• S••••• • C••• I•••
  2026-07-09 (3 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• M••••••••• to C•••••• S••••• • C••• I•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
catch-all email (domain accepts every address, unverifiable) at newedgeadvisors.com
Business ties: Some: 1 operating or professional business, 1 company board seat on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; the current role; who works with them (team unresolved).
Before a call: practice size.
C••••••••• M•••• J••• M••••• S••••••••• L••, L•• A••••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to C••••••• S••••••••• I•••
  2026-07-09 (3 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• K•••••• to C••••••• S••••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 4 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
K•••• C••• J••• M••••• S••••••••• L••, I•••••• C•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-09. null went to C••••••• S••••••••• I•••
  2026-07-09 (3 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• K•••••• to C••••••• S••••••••• I•••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 8 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
J•••• S••••••••• L•••••• S•• I••••••••• A•••••••• L•••••, E•••••••• I•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-07. null went to S••••• C•••••• M••••••••• L••
  2026-07-07 (3 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  K••••••• S••••••••• to S••••• C•••••• M••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
F•••••••• T••••• C•••••• I••••••••• A••••••• S•••••••• L••, C•••• N•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-07-01. null went to C•••••
  2026-07-01 (3 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  M•••••• H••••• to C•••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm main line; firm contact form or inbox
Business ties: Some: 1 operating or professional business, 1 company board seat on file. A measure of business ties, not of book size or clients.
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Missing: a usable practice size; who works with them (team unresolved).
Before a call: practice size.
T•••• S•• A•••• F••••• I•••••••••, P••••• T•
independent RIA
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-25. null went to Q• A•••••••• L••
  2026-06-25 (3 months ago). At I•••••••••, 9.7% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•••• S•••• to Q• A•••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
H••••• B•••••• S•••••••• A••••••• L••, J•••• I•••••• S•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
P•••••• H••••• S•••••••• A••••••• L••, B•••••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
A••••• A••• S•••••••• A••••••• L••, I•••••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J•••••• C•••• S•••••••• A••••••• L••, C••••••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S••••• H••• S•••••••• A••••••• L••, S•• A••••••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
K•••• W••••• S•••••••• A••••••• L••, F••••• M••••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J•••• L••••• S•••••••• A••••••• L••, H•••••• C••••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
M••••• L••••••• S•••••••• A••••••• L••, D•••••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
G•••••• G••••• S•••••••• A••••••• L••, D•••••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
R••• T•••• S•••••••• A••••••• L••, S•••• L•••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
K•••• H••••• S•••••••• A••••••• L••, F••••••••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
P•••••• J••••••• S•••••••• A••••••• L••, F•••••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
M••••• J•••••• S•••••••• A••••••• L••, K•••••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S•••• B•••••••• S•••••••• A••••••• L••, G••••••••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
P•••• M•••••• S•••••••• A••••••• L••, C••••••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J••••• G•••••• S•••••••• A••••••• L••, G••••••••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
Z••• D••••• S•••••••• A••••••• L••, K•••••• T•
brokerage advisory
- a prior co-move teammate left the firm for an independent RIA on 2026-06-24. null went to B•••••••••
  2026-06-24 (3 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  R••• D•••• to B•••••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J••• L•••• F•••• I••••••••• S•••••••, L••••• C•••• T•
bank affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-22. null went to J•••••••
  2026-06-22 (3 months ago). At B•••••••••, 14.7% with this moved within a year against 7.5% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•••• J••• to J•••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
R•••••• E••••• B•• M••••• S••••••••• C•••••••••, M••••••••• N•
other adviser
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-18. null went to M••••• S••••••
  2026-06-18 (3 months ago). At A••, 8.6% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•••• N••••• to M••••• S••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
S•••• F••••• J••• M••••• S••••••••• L••, F••••••• V•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-12. null went to M••••• S••••••
  2026-06-12 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  E••••• P••••• to M••••• S••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
J••• M•••••••• A••••• T••••• P•••••• W•••••, C••••••• S••••••• C•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-12. null went to C••••••
  2026-06-12 (4 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••• H••••••••• to C••••••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
E••••• C•••••• K••••• A••••••• S•••••••• L••, A•••••• T•
broker-dealer affiliated
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-11. null went to I•••••• P•••••• W•••••• L••
  2026-06-11 (4 months ago). At B•••••••••, 10.4% with this moved within a year against 5.3% without it (2.0x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••• A••••••• to I•••••• P•••••• W•••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor, 1 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.
C•••• J••••• R•••••• J•••• • A••••••••• I•••, M••••••• T•
national broker-dealer RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-10. null went to F•• I••••••••• L••
  2026-06-10 (4 months ago). At A••, 9.2% with this moved within a year against 4.9% without it (1.9x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  C••••• C•••••• to F•• I••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Before a call: practice size; a contact route.
B•••• L••••••• P•••• A•••••••• I•••, C•••••• I•
asset manager
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-09. null went to H•••••• I••••••••• L••
  2026-06-09 (4 months ago). At A••, 8.6% with this moved within a year against 4.9% without it (1.7x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J•••• C••••••• to H•••••• I••••••••• L••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Before a call: practice size.
C••••••••• M•••••• J••• M••••• S••••••••• L••, A••••••••• V•
wirehouse
- 1 prior co-move teammate left the firm for another firm, most recently on 2026-06-09. null went to M••••• S••••••
  2026-06-09 (4 months ago). At J•••••••, 9.9% with this moved within a year against 5.5% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  I•• R••••• to M••••• S••••••
Timing
Timing
measured at this firm
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Unresolved
no contact route found
Who else to call: 3 related advisors (teammates, former teammates, office peers and business partners).
Before a call: practice size; a contact route.
S••• H•••••• C••••••••• W•••••• L••, O••••••• P•••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-08. null went to F••••• W••••• M••••••••• L•••
  2026-06-08 (4 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••• K••••• to F••••• W••••• M••••••••• L•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 1 related advisor (teammates, former teammates, office peers and business partners).
Before a call: practice size; joined the current firm under a year ago.
M••••• H••••• C••••••••• W•••••• L••, O••••••• P•••• K•
independent RIA
- a prior co-move teammate left the firm for an independent RIA on 2026-06-08. null went to F••••• W••••• M••••••••• L•••
  2026-06-08 (4 months ago). At I•••••••••, 10.0% with this moved within a year against 5.4% without it (1.8x, 2023 to 2025 cohorts). Source: SEC IAPD registration spans (co-move history and the departed teammate's new registration).
  J••• K••••• to F••••• W••••• M••••••••• L•••
Timing
Timing
Value
Not estimable
Book not estimable
Team
No team seen
Contact
Firm level
firm contact form or inbox
Who else to call: 3 related advisors, 2 on a link type measured as carrying moves (teammates, former teammates, office peers and business partners).
Before a call: practice size.

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